Patrick J. Bushlack

STANCORP EQUITIES

Portland, OR 97204

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CRD#: 4609511

Professional summary

Patrick John Bushlack, AIF® is a registered financial professional currently at STANCORP EQUITIES, INC. located in Portland, Oregon.

Patrick is registered as a RR (Registered Representative) and started their career in finance in 2002. Patrick has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

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Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

January 3, 2023 - Present

STANCORP EQUITIES, INC.

Office #1: 1100 Sw 6th Avenue, Portland, OR 97204

CRD#: 19517

Portland, OR

Past

December 23, 2019 - December 31, 2022

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST PAUL, MN

Past

August 24, 2016 - December 3, 2019

MMC SECURITIES LLC

RIA

CRD#: 103846

MINNEAPOLIS, MN

Past

August 3, 2016 - December 3, 2019

MMC SECURITIES LLC

CRD#: 103846

MINNEAPOLIS, MN

Past

January 31, 2005 - July 11, 2016

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST PAUL, MN

Past

December 18, 2002 - June 25, 2004

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

December 18, 2002 - June 25, 2004

CRI SECURITIES, LLC

CRD#: 22589

ST. PAUL, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Minnesota
(1/3/2023)

Exams

State Security Law Exam

IAR

Series 66

Date: 1/3/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/17/2002

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

STANCORP EQUITIES, INC.

STANCORP EQUITIES, INC. | STANWEST EQUITIES, INC. | STANDARD EQUITIES, INC.

CRD#: 19517 / SEC#: , 8-37563

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

1100 Sw Sixth Avenue, Portland, OR 97204-1093

Mailing Address

900 Sw 5th Avenue, C22, Portland, OR 97204-1093

Phone number

(971) 321-8830

Established

Oregon since 10/02/1986

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
STANCORP FINANCIAL GROUP, INC.	OWNER OF STANCORP EQUITIES, INC.
BURLIE, JASON MATTHEW	PRESIDENT	4072452
HUANG, JAMES PEI-YUEN	SECRETARY	4020305
LIM, CHARLES	CHIEF COMPLIANCE OFFICER	5039063
MARTIN, SHANNON MICHELLE	2ND VICE PRESIDENT AND ASSISTANT CONTROLLER	7616238
PAGLIARULO, DAVID C	TREASURER, FINOP	6883045

Red Flags

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Patrick J. Bushlack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Patrick John Bushlack's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURIAN FINANCIAL SERVICES, INC.

MMC SECURITIES LLC

MMC SECURITIES LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

CRI SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/3/2003

SIE

Date: 10/1/2018

Series 7

Date: 12/17/2002

FINRA

Current Firm

STANCORP EQUITIES, INC.

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

STANCORP EQUITIES, INC.

TRUST BUT VERIFY

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